All the ways you can create an event

Wonderly gives you three ways to create an event depending on where you are in the platform. You can use the global create button from anywhere, click and drag directly on the calendar, or create an event from a deal or project. All three methods produce the same result: a new event in your connected calendar.

Method 1: From the + Create new button

When to use: You want to create an event quickly from anywhere in Wonderly without navigating to the calendar first.

1. Click + New in the main hand sidebar.

2. Click Meeting.

3. Add your Event Title, Guests, and Event Details.

4. Click Add to project to link this event to an existing Wonderly project, then search by name or browse to find it.

5. Click Create event, or press Ctrl/Cmd + Enter to save.

Expected outcome: Your event is created and will appear in your connected calendar.

If the guests you added are contacts in your Wonderly CRM, their Sales information will appear in the event modal.

Field reference

• All day: Marks the event as a full-day event with no specific start or end time.

• Does not repeat: Opens recurrence options: Daily, Weekly on [day], Monthly on the [ordinal] [day], Every weekday, Yearly, or Custom.

• Travel time: Adds buffer time before or after the event. Choose from None, 15 min, 30 min, 45 min, or 1 hour, then check Before, After, or both.

• Conference Method: Choose how the meeting is hosted: No conferencing, Zoom, Google Meet (available when a Google Calendar is set as the Wonderly account main calendar), Microsoft Teams (available when an Outlook Calendar is set as the Wonderly account main calendar), Default phone number, or Default location.

• Location: A physical address or custom location for the meeting.

• Busy / Free: Sets whether this time block marks you as unavailable to others.

• Default visibility: Controls whether the event's information appears as Private or Public on your calendar.

• Hosting Calendar: Selects which connected calendar account will host the event.

• Color: Sets a color for the event. Available for events hosted in Google Calendar only.

• Description: Adds context or notes visible to guests and attendees.

---

Method 2: From the calendar view

When to use: You can see a free slot in your calendar and want to block it off or schedule a meeting in context.

1. Click Calendar in the main sidebar.

2. Click + New Event or drag over an open time slot in the calendar to create the event.

3. Add your Event Title, Guests, and Event Details.

4. Click Add to project to link this event to an existing Wonderly project.

5. Click Create event, or press Ctrl/Cmd + Enter to save.

Expected outcome: Your event is created and will appear in your connected calendar.

If the guests you added are contacts in your Wonderly CRM, their Sales information will appear in the event modal.

---

Method 3: From a project

When to use: You are working inside a deal or project and want to log or schedule a meeting without leaving that record.

1. Click Projects on the left-side bar.

2. Open the project where you want to create the new event.

3. Go to the Meetings tab.

4. Click the + button.

5. Add your Event Title, Guests, and Event Details.

6. Click Create event, or press Ctrl/Cmd + Enter to save.

Expected Outcome: Your event is created and linked to the project you want.

---

Method 4: From a deal

When to use: You are working inside a deal and want to log or schedule a meeting without leaving that record.

1. Click Sales on the left-side bar.

2. Open the deal where you want to create the new event.

3. Go to the Meetings tab.

4. Click the + Add meeting button.

5. Add your Event Title, Guests, and Event Details.

6. Click Create event, or press Ctrl/Cmd + Enter to save.

Expected Outcome: Your event is created and linked to the deal you want.

FAQ:

Why did Wonderly let me create a meeting over an existing event? When you manually create a meeting, Wonderly does not prevent double-booking. If you create a meeting over an existing event, both events will remain on your calendar. You'll need to resolve the conflict manually by moving or canceling one of them. Booking links, however, do respect your availability and will never offer a time that is already blocked.

Can I create an event on behalf of someone else on my team? You can add teammates as guests to any event you create, but the event will always be created on your own hosting calendar. If you need to create events on a shared team calendar, make sure that calendar is set as your hosting calendar.

Can I link a meeting to more than one project? No. Each event can only be linked to one Wonderly project at a time. If a meeting is relevant to multiple projects, consider adding a note in the event description with links to the other projects.

A guest I invited didn't receive a calendar invite. What should I check? Check that the guest's email address was entered correctly when adding them. Invites are sent by your connected calendar provider.